Equitas Capital Advisors
46yrs
Top advisor by experience in New Orleans
28yrs
Kenneth Shell
Full name on record: Kenneth Wesley Shell
Financial advisor at Blackrock Investment Management
Kenneth Shell is a fiduciary financial advisor in New Orleans, Louisiana, with 28 years in the industry. Kenneth joined Blackrock Investment Management in 2025, after a year at Mercer Global Advisors and two years at PNC Capital Advisors. Blackrock Investment Management offers investment management, private fund management, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and performance-based fees.
One of 676 advisors with offices in New Orleans, and one of 608 fiduciaries.
At a glance
Experience28 years (since 1998)
How that compares ?Top 4% by experience at Blackrock Investment Management
OfficeNew Orleans, LA
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$6.45 million
Advisors at the firm675
States licensed ?1 state
Services through Blackrock Investment Management
Investment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowBlackrock Investment Management, LLCCurrent firm
- Apr 2024 – Dec 2024Mercer Global Advisors Inc.Previously
- Oct 2021 – Aug 2023PNC Capital Advisors LLCPreviously
- Dec 2019 – Aug 2021LPL Financial LLCPreviously
- 2015 – 2019MerrillPreviously
- Nov 2007 – Jun 2009BNY Mellon Securities CorporationPreviously
- Nov 2005 – Jul 2006J.P. Morgan Investment Management Inc.Previously
- 2002 – 2004John Hancock Investment Management LLCPreviously
Earlier career (1 more)
- 2002 – 2004Manulife Investment Management (us) LLCPreviously
Contact Kenneth
(609) 282-2000Firm headquarters in Princeton, NJ. Ask for Kenneth. New Orleans, LAOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Kenneth
Tailored to Kenneth’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Kenneth
How do I contact Kenneth?
Call Blackrock Investment Management at (609) 282-2000 and ask for Kenneth Shell. Kenneth works from the New Orleans, LA office.
How long has Kenneth been a financial advisor?
Kenneth has been in the industry since 1998, about 28 years. Top 4% by experience at Blackrock Investment Management.
What licenses does Kenneth hold?
Series 66. Tap any license on this page to see what it allows.
Is Kenneth a fiduciary?
Kenneth is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kenneth paid?
Blackrock Investment Management reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Kenneth for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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